Bay Oral Surgery & Implant Center, Ltd. Employees' 401(K) Profit Sharing Plan — Form 5500 plan (Bay Oral Surgery And Implant Center, Ltd.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bay Oral Surgery & Implant Center, Ltd. Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Bay Oral Surgery And Implant Center, Ltd. under EIN 39-1252499 and plan number 002. The latest loaded filing year is 2023. The filing reports 59 participants and $12,228,178 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.2MPlan net assets, end of year$12,228,048
Participants59Covered participants reported
Assets / participant$207.3KComputed: assets ÷ participants$207,257 (computed)
Provider compensationNone reported
Plan sponsor
Bay Oral Surgery And Implant Center, Ltd.
EIN
39-1252499
Plan number
002
Plan type
2
Location
Green Bay, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    59 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.2M total assets
Net assets$12.2MLiabilities$130
Money in vs. money out
Total income / additions$2M
Total expenses$716.9K
Benefits paid / distributions$630.9K
Contributions
Employer$254.8K
Participant$232.7K
Full reported line items

Net assets

Total assets (EOY)
$12,228,178
Total liabilities (EOY)
$130
Net assets (EOY)
$12,228,048
Net assets (BOY)
$10,927,121

Income & contributions

Employer contributions
$254,807
Participant contributions
$232,723
Total income / additions
$2,017,855

Expenses & distributions

Benefits paid
$630,943
Administrative expenses
$83,527
Total expenses
$716,928
Net increase / (decrease)
$1,300,927
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Bay Oral Surgery & Implant Center, Ltd. Employees' 401(K) Profit Sharing Plan?
Bay Oral Surgery & Implant Center, Ltd. Employees' 401(K) Profit Sharing Plan is reported as sponsored by Bay Oral Surgery And Implant Center, Ltd. (EIN 39-1252499, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bay Oral Surgery & Implant Center, Ltd. Employees' 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Bay Oral Surgery & Implant Center, Ltd. Employees' 401(K) Profit Sharing Plan is 2023.
How many participants does Bay Oral Surgery & Implant Center, Ltd. Employees' 401(K) Profit Sharing Plan report?
Bay Oral Surgery & Implant Center, Ltd. Employees' 401(K) Profit Sharing Plan reports 59 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bay Oral Surgery & Implant Center, Ltd. Employees' 401(K) Profit Sharing Plan?
Bay Oral Surgery & Implant Center, Ltd. Employees' 401(K) Profit Sharing Plan reports $12,228,178 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages